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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s quote aging analysis falls short when you need conditional count calculations within monthly groupings. The platform can’t count records meeting specific age criteria while maintaining accurate monthly segments.
You’ll learn how to build comprehensive quote aging reports with sophisticated conditional logic that updates automatically with your live data.
Build advanced quote aging analysis using Coefficient
CoefficientSalesforceSalesforce’senables complex conditional count calculations on livedata. You can create aging buckets with precise monthly groupings that would be impossible withlimited summary formulas.
How to make it work
Step 1. Connect to your Salesforce Quote data.
Import your Quote object or existing quote aging report using Coefficient’s Salesforce import capabilities. This gives you access to all the fields you need for aging calculations including created dates, status changes, and current age values.
Step 2. Create monthly grouping calculations.
Use spreadsheet date functions to establish monthly buckets: =TEXT(created_date,”YYYY-MM”) creates consistent month identifiers. Combine this with COUNTIFS formulas to count quotes within specific months and age ranges simultaneously.
Step 3. Implement aging bucket formulas.
Build conditional count formulas like =COUNTIFS(B:B,”>=30″,C:C,”<60",D:D,E2) to count quotes in specific age ranges by month. Column B contains age in days, C contains the upper limit, and D contains your month grouping with E2 being the current month reference.
Step 4. Calculate conditional percentages.
Add percentage calculations using =COUNTIFS(age_range,”>=30″,month_range,current_month)/COUNTIFS(month_range,current_month)*100. This shows what percentage of quotes in each month fall into specific aging categories.
Step 5. Enable Formula Auto Fill Down.
Set up automatic formula extension so new data gets the same aging calculations during scheduled refreshes. Your aging buckets automatically apply to new quotes without manual intervention.
Transform your quote aging visibility
Get startedThese conditional count capabilities give you the quote aging insights that Salesforce’s native reporting simply can’t provide.with advanced quote aging analysis today.
